Account Type**** ***Account Owner*** ***Account Opps/Deals******* ********Closed Won • Jan 25**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
HealthequityDirector of Treasury OperationsAug 13 - PresentFidelity InvestmentsFinancial RepresentativeSep 12- Aug 13Mountain America Credit UnionSBA Loan Servicing CoordinatorAug 07- Sep 12
Ryan KoziolPrivate Equity AssociateView Profile, Ryan KoziolStephanie OhDirector Client FinanceView Profile, Stephanie OhRebecca MaunderManager Financial Planning AnalysisView Profile, Rebecca Maunder